Financial service companies typically include wealth and investment advisory firms, Insurance processing companies and other advisory services relating to money and retirement.
Over the years, the landscape of financial service companies has become highly competitive when it comes to increasing clientele. Continuous developments in the economic environment present challenges that are pushing financial service companies to strive for differentiation. Most financial services companies now find that improving internal efficiency across the company while striving to deliver unparalleled customer services is the best way for attracting and retaining clients.
Regardless of whether your company deals in banking, insurance or wealth management products, Solastis offers a CRM+BPM platform that combines both of the abovementioned goals into one solution.